Customer Service Representative

Brown & Brown; Meridian (ID); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health Benefits

401(k) Eligibility

Tuition Reimbursement

Life Insurance

Job summary

Brown & Brown in Meridian, ID seeks a Commercial Lines Client Service Representative (CSR) to deliver exceptional client service while supporting policy servicing, renewals, and new business activities. You will handle inquiries, changes, billing questions, and maintain client records in modern agency management systems, ensuring compliance and accurate invoicing.

Active Property & Casualty license required; 1+ year experience; opportunity to grow in a team-focused, benefits-rich

Qualifications

• 1+ years of commercial lines account management.
• Strong customer service mindset with excellent communication.
• High attention to detail and ability to multitask.
• Proficiency with Microsoft Office and agency management systems.

Responsibilities

• Provide timely, professional client service responses.
• Handle inbound and outbound service requests by phone.
• Process policy changes, renewals, certificates, ID cards, and tasks.
• Assist clients with billing questions and premium collection.
• Prepare and review insurance documents.
• Maintain accurate client records in agency systems.
• Ensure compliance with internal procedures and carrier requirements.
• Verify invoicing accuracy and assist with premium financing.
• Support mid-term policy changes and renewal strategy.
• Identify opportunities for additional coverage.

Skills

Account management

Customer service

Communication

Attention to detail

Multitasking

Education

Equivalent work experience or college degree

Tools

Agency management systems

Microsoft Office

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Customer Service Representative to join our growing team in Meridian, ID!

Commercial Lines Client Service Representative (CSR)

The Commercial Lines Client Service Representative (CSR) delivers exceptional client service while managing and supporting clients and teammates. This role serves as a point of contact for clients, carriers, and internal teams - handling policy servicing and supporting new business and renewal activities.

How You Will Contribute:

• Support client inquiries, providing timely , professional, and high-quality service
• Manage inbound and outbound phone call service requests
• Manage day-to-day service requests including policy changes, policy renewals, certificates, ID cards, and assigned tasks
• Support clients with billing questions, payment processing, and premium collection
• Prepare, review, and process insurance documents
• Maintain accurate client records in agency management systems, including updates, file documentation, and tracking open items
• Ensure compliance with internal procedures and carrier requirements
• Verify invoicing accuracy and assist with premium finance agreements and accounting-related items
• Manage mid-term policy changes and assist with renewal strategy and stewardship reviews
• Identify opportunities for additional coverage to mitigate uninsured or underinsured exposures

Licenses & Certifications:

• Active Property & Casualty (P&C) license

Skills & Experience to be Successful:

1. 1+ years of commercial lines account management
2. Strong customer service mindset with excellent communication skills
3. High attention to detail and ability to multitask in a fast-paced environment
4. Strong organizational and time management skills
5. Proficiency with Microsoft Office and agency management systems
6. Ability to service within modern tech-centric agency management systems

Preferred

• Equivalent work experience or equivalent college degree
• Experience in commercial insurance markets and carrier relationships
• Experience supporting marketing, renewals, or new business placement
• #LI-KM1

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".